Private Client Advisor II
Core
Acquiring new clients, deepening relationships, and driving business development for high-net-worth individuals with $3MM+ investable assets.
Role type
Senior Private Client Advisor (IC)
Builds
Branded client experience and wealth solutions across Private Bank platform
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Business development, client management, wealth planning, prospecting, solutions advisory, negotiation, sales aptitude, risk management, loan structuring
Preferred skills
MBA, CFP, CPA, CFA, CTFA, CFM, JD
Technologies
Digital banking capabilities
Responsibilities
Lead client process management to identify new business opportunities, source new clients aligned with risk appetite, deliver branded client experiences, develop deep understanding of client wealth strategies, advocate for clients with integrated recommendations, build internal and external partner relationships
Seniority
Senior, hands-on IC